Wealthmark Advisors
It’s about you! Our goal is to serve you with holistic advice, fiduciary care, and exceptional results. We are with you. Through the best and the most challenging of times, it is our goal to walk alongside our clients. This can be as you transition into retirement or a new job, sending your kids off to college, through the loss of a loved one, or a difficult time in the economy and markets. We walk with you because these moments are when our relationship matters most! We know you want to leave a lasting mark on our world. You have dreams and we want to help make those dreams come true. Our firm is about more than wealth management. It’s about the impact that you can leave on the world. Are you ready? Let's Go Make a Difference! The Investment Advisor Representatives (IARs) use the trade name/DBA Wealthmark Advisors. All securities and advisory services are offered through Commonwealth Financial Network®, member / a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use:
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4
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- BM
Brennan Mayfield
Wealth Advisor · Finance & Accounting
EmailPhone - GW
Garrett Weeks
Financial Advisor · Finance & Accounting
EmailPhone - TM
Tara Morris
Office Manager · Operations
EmailPhone - KJ
Kevin J. Pentz
Founder and Senior Wealth Advisor · Finance & Accounting
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Wealthmark Advisors
4 distinct titles indexed · top 4 shown.
- 1financial advisor
- 1founder and senior wealth advisor
- 1office manager
- 1wealth advisor
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